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To: techreports who wrote (48919)	11/14/2001 6:51:58 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

The AppServer may provide some CRM features, but probably won't offer the entire feature set Siebel offers, so SEBL investors shouldn't be too worried Huh? This is like saying that ACTU and SEBL are potential competitors because SEBL is using Actuate for reporting. BEAS makes tools which SEBL may choose to use or not use and it can choose to provide an interface, but only another company using BEAS tools that went into the CRM market would be a competitor to SEBL.

To: techreports who wrote (48919)	11/14/2001 9:31:58 PM
From: EnricoPalazzo	Respond to of 54805

Intel has said that if rdram ever becomes reasonable in price compared to ddr/sdram then they'd be more interested in rdram.. Intel said that? Wow, that's the worst news I've heard for RMBS yet. I disinvested a bit back (way too late... close to the bottom), so I haven't really followed them. But if Intel has come out and said that they'll push RDRAM if it becomes cost-competitive w/ DDR, that's almost game over for RMBS. The RMBS bull argument has always been, "Intel will push RMBS like nobody's business. This will drive the price down, and spur adoption." Without Intel's firm support, I can't see RDRAM going anywhere.